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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$16.34
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets71.51M
JHancock Financial Industries I
Price$19.39
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets301.96M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Sep 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HISFX is a Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 302M vs. HISFX (71.5M). HISFX pays higher dividends than JFIFX: HISFX (2.52) vs JFIFX (1.26). HISFX was incepted earlier than JFIFX: HISFX (17 years) vs JFIFX (9 years). HISFX (1.29) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). HISFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. JFIFX annual gain was more profitable for investors over the last year : 7.34 vs. HISFX (6.91). HISFX return over 5 years is better than : 101.89 vs. JFIFX (25.77).
| HISFX | JFIFX | HISFX / JFIFX | |
| Total Expense Ratio | 1.29 | 0.97 | 133% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 7.398 | 6.607 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 302M | 24% |
| Annual Yield % from dividends | 2.52 | 1.26 | 201% |
| Returns for 1 year | 6.91 | 7.34 | 94% |
| Returns for 3 years | 4.69 | 19.32 | 24% |
| Returns for 5 years | 101.89 | 25.77 | 395% |
| Returns for 10 years | 38.62 | N/A | - |
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